Portco News • 27 May 2025 Gemspring Buys Legacy Chemicals Business From Goodyear for $650M Plus: We outline portco M&A and exits from last week.
Portco News • 19 May 2025 Can PE Firms Own Utilities and Data Centers? Behind Blackstone’s $11.5B TXNM Take-Private Plus: We outline portco M&A and exits from last week.
Portco News • 13 May 2025 3G Rewrites Its Operational Ethos with $9.4B Skechers Take-Private Plus: We outline portco M&A and exits from last week.
Portco News • 6 May 2025 CVC Dreams Big with $5B Dream Games Acquisition Plus: We outline portco M&A and exits from last week.
Portco News • 28 April 2025 Thoma Bravo’s $10.5B Boeing Deal Braces for Turbulence Plus: Fitch downgrades ‘deteriorating’ global leveraged finance market and we outline portco M&A and exits from last week.
Portco News • 22 April 2025 KKR’s $3.1B OSTTRA Play is Firm’s First Foray into Post-Trade Services Plus: We outline portco M&A and exits from last week.
Portco News • 14 April 2025 Mega Merger? Behind Bain’s 30x EBIDTA Price Tag on HealthEdge Plus: We outline portco M&A and exits from last week.
Portco News • 7 April 2025 Colonial Joins Brookfield’s Growing Pipeline Portfolio in $9B Deal Plus: We argue that data centers are a bubble and outline portco M&A and exits from last week.
Portco News • 31 March 2025 Clearlake’s $7.7B Dun & Bradstreet Deal Among Largest B2B Data Plays Plus: We warn that infrastructure portco valuations are at risk with the impending IRA repeal and outline portco M&A and exits from last week.
Portco News • 24 March 2025 Sixth Street’s $3.8B Giants Deal May Cost Fans Plus: We argue why the IRS should keep the ‘DA’ in ‘EBITDA’ and outline portco M&A and exits from last week.
Portco News • 17 March 2025 Burgeoning Small Cells Low Risk? Behind EQT’s $4.25B Crown Castle Deal Plus: We doubt anti-ESG crusaders will make real inroads with private markets and outline portco M&A and exits from last week.
Portco News • 10 March 2025 Analyst Predicts Sycamore to Strip Assets, Close Stores at Walgreens Plus: We introduce Portco News and outline portco M&A and exits from last week.
Portco News • 18 February 2025 Can Warburg Pincus Make Its $1B VIP Play Another Triple Threat? Plus: We’re skeptical of PE firms’ interest in accounting firms and outline portco M&A and exits from last week.
Portco News • 10 February 2025 Bain’s $3.3B Tanabe Carve-Out Rewrites Rules for Japanese Pharma Plus: We lament that LBOs may return to their debt-heavy heyday and outline portco M&A and exits from last week.
Portco News • 3 February 2025 Dissecting Bain’s $3.2B Surgery Partners Bid Plus: We wonder just how bad tariffs will be for PE and outline portco M&A and exits from last week.
Portco News • 27 January 2025 Will HIG’s Old Playbook Work with $1B Kantar Media Carve-Out? Plus: We challenge the long-term viability of healthcare roll-up strategies and outline portco M&A and exits from last week.
Portco News • 21 January 2025 Was New Mountain’s $2B Access Healthcare Deal Worth the Wait? Plus: We dissect the antitrust risk of a roll-up strategy and outline portco M&A and exits from last week.
Portco News • 13 January 2025 Can Blackstone Continue Citrin Cooperman’s Explosive Growth? Plus: We argue why NAV loans should never finance add-ons and outline portco M&A and exits from last week.
Portco News • 6 January 2025 Portco News' 2024 Wrapped We examine operations trends from 2024, make predictions for 2025, and outline portco M&A and exits from the holiday season.
Portco News • 16 December 2024 Checking the Pulse on CVC’s $1.2B CompuGroup Medical Bid Plus: We discuss David Bonderman’s legacy and outline portco M&A and exits from last week.
Portco News • 9 December 2024 Will General Atlantic Duplicate Duolingo’s Success with $1B LTG Deal? Plus: We wonder why sports fans play defense against private equity and outline portco M&A and exits from last week.
Portco News • 2 December 2024 Mubadala Plans 'Long-Term Approach' for $8.7B CI Financial Plus: We explore the link between fundraising and the rise in wealth management portcos and outline portco M&A and exits from last week.
Portco News • 25 November 2024 Cinven Settles $1.6B Account with Grant Thornton UK Plus: We wonder why on earth PE firms would buy chain restaurants and outline portco M&A and exits from last week.
Portco News • 18 November 2024 KKR’s Next Chapter in EdTech: the $4.8B Instructure Take-Private Plus: We argue why ESG needs to remain core to operations (even during a Trump presidency) and outline portco M&A and exits from last week.